ScreenSteps
AI procedure platform for consistent employee performance
ScreenSteps is a knowledge operations platform for creating, delivering and maintaining standard operating procedures. It addresses the problem of complex, frequently changing procedures that are difficult for employees to find and apply at the moment of work, by turning expert knowledge into step-by-step guides and keeping them current as processes change.
The platform includes AI-powered knowledge capture for recording processes and generating articles, one-click optimization of long documents into clear guides with decision trees and checklists, and delivery through a Sidekick browser extension, a centralized knowledge hub, AI chat, and courses. Maintenance features include content certifications, change notifications, and user feedback requests. Integrations cover Active Directory, Azure (Entra ID), Okta, OneLogin, Salesforce, Slack, Teams, and others, with SAML single sign-on, APIs, SCIM user provisioning, and iFrame embedding.
ScreenSteps is aimed at teams where procedure accuracy is critical, including credit unions, banks, contact centers, and law firms. A trial account is available, and demos can be scheduled or viewed as pre-recorded videos.
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